Focus Partners Wealth’s Apple AAPL Stock Holding History

Focus Partners Wealth’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-100	Closed	-$3.44K	–	1899
2024 Q4	$3.44K	Buy	+100	New	+$23.6K	﹤0.01%	1871

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Focus Partners Wealth's AAPL Position: Q2 2026 in Review

Focus Partners Wealth reduced its Apple (AAPL) stake by 0.21% in Q2 2026, selling an estimated $6.11M and leaving 10,016,436 shares worth $2.89B. The position accounts for 2.96% of the portfolio, ranked #1.

Focus Partners Wealth first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,119 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Focus Partners Wealth held 10,016,436 shares of Apple worth $2.89B as of Q2 2026.
Focus Partners Wealth sold 21,352 Apple shares in Q2 2026, an estimated $6.11M.
Apple made up 2.96% of Focus Partners Wealth's portfolio in Q2 2026, its #1 holding.
Focus Partners Wealth first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
6,119 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.